GEN return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
1990 to today, log scaleResult#
$1,000 invested in GEN on November 4, 2016 was worth $1,335 on November 4, 2026, with dividends reinvested.
That’s 2.9% a year compounded (CAGR) over 10 years: 1.3 times your money.
Over the same dates the same $1,000 would be worth $4,305 in the S&P 500 and $6,525 in the Nasdaq-100: GEN trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 32% of all 321 periods of 10 years since 1990.
Growth of $1,000 in GEN, November 4, 2016 to November 4, 2026#
How far GEN was below its previous high. The biggest fall: −54.7% from Sep 19, 2017 to May 16, 2023, not back to the high by the end date.
Your one buy. $1,000 on November 4, 2016, worth $1,335 on November 4, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on November 4, 2026, by start date#
Each point is the same amount invested that day and held to November 4, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in GEN, by year#
Started on each year's first close and held to Nov 4, 2026, dividends reinvested.
| Started | Worth Nov 4, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $1,306 | 1.3× | 2.8% |
| 2018 | $1,085 | 1.1× | 0.9% |
| 2019 | $1,655 | 1.7× | 6.6% |
| 2020 | $1,205 | 1.2× | 2.8% |
| 2021 | $1,510 | 1.5× | 7.3% |
| 2022 | $1,191 | 1.2× | 3.7% |
| 2023 | $1,450 | 1.5× | 10.2% |
| 2024 | $1,376 | 1.4× | 11.9% |
| 2025 | $1,141 | 1.1× | 7.4% |
| 2026 | $1,203 | 1.2× | — |
Methodology#
A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. GEN data begins March 26, 1990; values as of November 4, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.
See the live GEN chart and fundamentals on the GEN quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in GEN be worth today?
- $1,000 invested in GEN on November 4, 2016 would be worth $1,335 on November 4, 2026, with dividends reinvested — 2.9% a year compounded (CAGR).
- How far back does the GEN calculator go?
- GEN data begins March 26, 1990, with a close every session. Pick any start and end date in that span — 36 years, 7 months of history.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.